Position in AVB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,604
+$724 QoQ
Shares Held
35
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#662
of 745 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVB Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026High Note Wealth, LLC holds $34,140 across 7 REIT - Residential names. AVB ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
209 | $7,005 | |
| 2 | AVB |
Avalonbay Communities Inc
This page
|
35 | $6,604 | |
| 3 | VMRK |
Vivmark Residential
|
75 | $5,094 | |
| 4 | INVH |
Invitation Homes Inc.
|
160 | $4,833 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
32 | $4,446 | |
| 6 | IRT |
Independence Realty Trust, Inc.
|
259 | $4,322 | |
| 7 | UDR |
UDR, Inc.
|
46 | $1,836 |
All Filings in AVB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,604 | 35 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,880 | 36 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,076 | 28 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,318 | 12 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,866 | 19 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,292 | 20 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,179 | 19 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||